Anic Equity¶
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Total return since start: 0.607 %¶
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Equity now: -----------------------------> 49092.33 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45030.79 Kr¶
PnL: ---------------------------------------> -25.21 Kr¶
DD now: ---------------------------------> -7.583 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 18:25:30.990758'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.000000 | 1667.700000 | 198.700000 | 13.530000 | 1468.999998 |
| Orrön Energy | 180 | -2.410000 | 2149.200000 | 106.200000 | 5.200000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.250000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| Sagax A | 4 | 0.890000 | 904.000000 | 50.000000 | 5.850000 | 854.000000 |
| Sagax B | 4 | 0.580000 | 902.400000 | 48.400000 | 5.670000 | 854.000000 |
| Hoist Finance | 35 | 0.690000 | 1023.750000 | 43.750000 | 4.460000 | 980.000000 |
| Hexatronic Group | 12 | 0.570000 | 1007.520000 | 40.520000 | 4.190000 | 966.999996 |
| JM | 6 | -0.660000 | 896.400000 | 32.400000 | 3.750000 | 864.000000 |
| Catena | 2 | -1.760000 | 824.000000 | 32.000000 | 4.040000 | 792.000000 |
| OX2 | 13 | 1.630000 | 970.450000 | 20.450000 | 2.150000 | 949.999999 |
| Platzer Fastigheter Holding B | 12 | -4.350000 | 975.600000 | 14.600000 | 1.520000 | 960.999996 |
| Bilia A | 8 | -0.610000 | 910.400000 | 10.400000 | 1.160000 | 900.000000 |
| Biotage | 7 | -0.800000 | 949.900000 | 8.900000 | 0.950000 | 940.999997 |
| Gränges | 9 | -1.240000 | 930.600000 | 2.600000 | 0.280000 | 927.999999 |
| AcadeMedia | 8 | -0.690000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| HEXPOL B | 9 | -0.610000 | 1021.500000 | 0.500000 | 0.050000 | 1020.999996 |
| BioGaia B | 8 | -2.440000 | 927.200000 | -2.800000 | -0.300000 | 930.000000 |
| Byggmax Group | 33 | -2.580000 | 948.420000 | -7.580000 | -0.790000 | 956.000001 |
| INVISIO | 16 | 1.770000 | 3680.000000 | -9.000000 | -0.240000 | 3689.000000 |
| ASSA ABLOY B | 3 | -1.310000 | 769.500000 | -9.500000 | -1.220000 | 779.000001 |
| Clas Ohlson B | 12 | -2.200000 | 962.400000 | -10.600000 | -1.090000 | 972.999996 |
| VEF | 909 | -3.810000 | 1836.180000 | -13.820000 | -0.750000 | 1850.000436 |
| EQT | 4 | -2.300000 | 817.200000 | -14.800000 | -1.780000 | 832.000000 |
| Addnode Group B | 11 | 0.060000 | 902.550000 | -18.450000 | -2.000000 | 921.000003 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.320000 | 940.800000 | -26.200000 | -2.710000 | 966.999999 |
| SKF B | 5 | -0.820000 | 910.750000 | -29.250000 | -3.110000 | 940.000000 |
| Alimak Group | 11 | -2.400000 | 896.500000 | -31.500000 | -3.390000 | 927.999996 |
| Indutrade | 5 | -0.970000 | 1178.500000 | -39.500000 | -3.240000 | 1218.000000 |
| Latour B | 4 | -0.100000 | 815.200000 | -41.800000 | -4.880000 | 857.000000 |
| Vitec Software Group B | 2 | -2.550000 | 1032.000000 | -55.000000 | -5.060000 | 1087.000000 |
| Sedana Medical | 93 | -7.760000 | 2455.200000 | -65.800000 | -2.610000 | 2521.000011 |
| Bufab | 3 | -1.430000 | 1035.600000 | -73.400000 | -6.620000 | 1109.000001 |
| BHG Group | 97 | -1.620000 | 1358.970000 | -100.030000 | -6.860000 | 1458.999989 |
| Hexagon B | 26 | -2.800000 | 3337.100000 | -123.900000 | -3.580000 | 3461.000010 |
| TOTAL | 45030.790000 | -25.210000 | -7.58282% | 45056.000411 |
Updated:¶
'2023-07-05 18:25:47.994482'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
